Worldwide
Express

Worldwide Express had just merged with Unishippers and was planning its platform from a 1,500-line requirements doc no customer had seen. I co-led the research, set the principles and personas, and led the design system both brands launched on. SpeedShip went live in fall 2020 and still runs on it.

Role
Lead Experience Architect
Engagement
Through Projekt202
Tenure
2018 to 2020, with a stretch on Sprint
Team
8 designers at a time, 12 across the engagement
Scope
Design for a 30+ person engineering department

What I walked into

In 2018 Worldwide Express merged with Unishippers. Two shipping platforms had to become one, ready for full truckload next.

The plan was a 1,500-line requirements doc from the executive team, written without a single customer conversation.

“We haven’t gone out to our customers and really taken a customer viewpoint on technology ever.”

CTO, stakeholder interview

The CEO’s take on the legacy tools: “You gotta have a PhD in our system just to use it.” Executives saw research as optional. My first job was changing that before anyone built anything.

Unishippers’ legacy booking screen.
Worldwide Express’s legacy booking screen.

Conflicting assumptions

Two companies, two customer bases, and two sets of guesses about who used the software.

High-risk build

A greenfield platform planned from a feature list. Every wrong assumption would cost engineering twice.

No path to full truckload

Parcel and LTL had to merge first. Nothing in the old tools could stretch to carry truckload.

A merger still settling

Two teams still learning to work together, with no shared picture of the customer.

The bet

Building all 1,500 requirements would have sunk the budget into a product customers might never use. The bet was to find out what launch truly needed first.

The executive team wrote those requirements, and they knew no customer had shaped them. I co-led a nationwide research effort with a dedicated researcher to uncover the real needs: 52 sessions with executives, internal staff, and customers at their own desks and docks.

Every requirement had to earn its place in launch with customer evidence. Step through how 1,500 lines of plan became an MVP, including 64 opportunities the plan had missed.

1,500
Lines in the requirements doc

The plan on day one

Written by the executive team to define the merged platform. Each dot below is one line. None of them came from a customer.

1,500 lines · 0 customer conversations behind them

Counts from the tagged research workbook.Step 1 of 5
Contextual inquiry at Unishipper support desk.
Contextual inquiry in a customer’s warehouse.
Theme boards. 1,399 notes tagged into 21 themes.

What customers asked for most was help: setup they could finish, forms that worked for newcomers and power users alike, and answers without a support ticket. Training and help produced more opportunities than any other theme.

Users didn’t need more features. They needed better guidance.

Making it shared

Research only changes a roadmap when people carry it into rooms researchers never enter.

I ran workshops with my designers and the Worldwide Express team, from service blueprints to card sorts. I partnered with the CTO, COO, VP of Engineering, and program manager to turn the data into a story leadership could repeat.

Service blueprinting with the design team.
Card sorting the new navigation.

The findings became six principles and five personas, printed as a pocket guide on a ring.

They showed up on posters, in planning meetings, and on stage at the national conference. Teams well outside product used them to make decisions.

Example poster, Persona installed in office.
Six principles and five personas, small enough to carry into any meeting.
Presenting the research at the company’s national conference.
Introducing the personas on stage.

Principles at work

Each persona leaned on three of the six principles, and every principle served at least two personas.

That overlap gave every team the same test for a decision: which principle does it serve, and for whom? Pick a persona to see its three principles and where each one showed up in the product customers tested.

Persona 01 · Gary

Throughput Optimizer

“I need the simplest form of shipping to maximize my company’s throughput.”

Cares about
Getting shipments out the door.
Pain point
Manual entry of data.
A win
Booking a shipment in 30 seconds.
Avoids
Slowdowns of any kind. He champions tools that help.
The question

What does Gary need to trust the new platform, feel excited to use it, and champion it?

01
Use what you know about me

Not one of Gary’s three. Serves James, Omar, and Claire.

02
Simplify my workflow

Automate the steps of creating a shipment to save me time.

In the product · One-page shipment review

“I actually prefer not having to go page to page to get things done. It is much faster to just scroll through one page and get it done.” P12

03
Raise visibility

Not one of Gary’s three. Serves Claire and Monica.

04
Guide me

Guide me to the latest and greatest features.

In the product · Address verification

“This would be helpful. I can see mistakes happening. It would be helpful to eliminate errors.” P09

05
Extend my experience

Not one of Gary’s three. Serves Omar and Monica.

06
Integrate and consolidate

Integrate systems so my information is only entered once.

In the product · Tracking in one place

“That’s pretty cool that I don’t have to jump through other websites. I can see everything here.” P04

Dots show which of the five personas each principle serves.Quotes from validation sessions with customers.

The hard call

As consultants, we knew less about the product than anyone in the room, and the pushback showed it.

“UX won’t inform the data model.”

CTO, stakeholder interview

Booking ran through a massive decision engine that chose the results each customer saw. One suggestion was to rank those results by what earned Worldwide Express the most.

We argued for letting each customer’s own decisions keep teaching the engine. Every booking would shape the next set of results, so over time customers would object less and feel more like the platform knew their needs. It was the first principle, use what you know about me, applied to the engine itself.

Executives walking the research wall.

Design went into the engine with engineering. We shaped how it learned from customer decisions, and established how shipments get tracked and which statuses exist.

Results that learn from customers earn their trust. Results ranked for revenue spend it.

Building the system

Complex workflows needed a foundation that stayed simple to build on.

I oversaw a themeable design system on Material’s outlined components, with its own color, type, and input standards. One system, with a theme for each brand.

We validated the core workflows with customers, from booking a shipment to paying a bill. Validation caught our misses too: scheduled pickup meant nothing to a shipper with a standing daily pickup.

Color, type, and input standards from the themeable design system.
Booking a shipment in five steps: destination, shipment, accessorials, carrier, review.
Validation sessions. Each callout pairs a screen with what a participant said.
System Usability Scale results. 86, an A.

What it moved

SpeedShip went live in early fall 2020. A year later, the company it helped unify became a nearly $4B logistics business.

The research decided what got built. The design system let a full engineering department build separate workflows in parallel and still ship one product.

  1. 2018

    Worldwide Express and Unishippers merge. The research begins.

  2. Research
    64
    New MVP opportunities

    Customer needs the requirements doc had missed, identified by research and written into the MVP. Research confirmed 85 more already in it.

  3. Validation
    86
    System Usability

    Impressively high marks across the core workflows customers tested in validation.

  4. Early fall 2020
    Live
    SpeedShip launches

    One platform for both brands, each on its own theme, since Unishippers customers weren’t always SpeedShip customers. I ran point leading up to launch.

  5. 2021
    ~$4B
    Combined annual revenue

    A unified platform set Worldwide Express up for its next move. The merger with GlobalTranz brought truckload brokerage into the fold, and full truckload finally arrived.

  6. Today

    SpeedShip still runs on the foundation.

Revenue as reported when the GlobalTranz merger was announced, June 2021.

What I own in those numbers

The research, the principles and personas, the design system, and the design team’s work across the core workflows.

What I’d do differently

Let AI carry the synthesis, and spend the time it saves on what happens after someone books.

We tagged 1,399 notes by hand, and it took weeks. Today, AI would take the first pass and people would check it against the source notes. That time would go to the flows past booking, where tracking, notifications, claims, and support had already drawn 242 notes.

01

Messaging outside the system

Automated updates by email and text, so nobody logs in just to check a status.

02

Alerts to the right support tier

Proactive internal alerts routed to the support tier that can fix the problem, before the customer calls.

03

Smart shipments

Start from baseline measurements, then let people describe a shipment in plain English and add photos to sharpen the first carrier search.

What held up

A strong foundation based in really understanding the users. SpeedShip still runs on that foundation, six years on.

Projekt202 moved me to lead the Sprint engagement, and by early 2020 everyone else had rolled off the engagement. Worldwide Express asked for me back to run point leading up to launch, because I carried the research context. The principles still adorn the office, even post merger.